2019-02-19 Meeting notes

• Waiting to hear back from Troy—Jamie will follow up

• Lost & paid feature
  • Jamie was able to test new lost and paid feature
  • Item is marked as lost and paid and removed from users inventory
  • If item is checked in later it will refund the user
  • Point out limitations
  • Analytics reports if they’re ready we can point them out/demo them
• Patron load fix
  • Matthew will test, document, and present (if it works)

• Mallory and Matthew have worked on this, but need to gather our thoughts before we report out

• Went through the recommendation and discussed
• We should test request/loan TOU—mention in configuration recommendations
• Cathe will flesh out internal users/self request through OneSearch
• Visiting scholar: do we allow walk-in privileges or not? Majority says let’s include; no one had reason not to include them. 
• What about schools that require a physical ID?
• Cathe will ask “Affiliate” be changed to another term.
• We will flesh out configurations section after we have finalized the recommendation
• Add: all requests (include LRS) will need to be manually created for walk-in patrons
• Add: we did explore internal accounts so they can request themselves, but here are the reasons why we chose not to recommend…

Offline Circulation

• Alma documentation: https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/030Fulfillment/070Advanced_Tools/060Offline_Circulation
• Cathe tested the functionality. Both check-ins and checkouts are date and time stamped.
• Due dates are calculated based on terms of use at the time of the data load.
• Cathe will demo at the next open forum.

Purging user history/attachments

• Future project

• Waiting for Resource Sharing to appoint person to work with us on recommendations for these.